Capital Research Brokerage Services, LLC
Firm details
- Headquarters
- Pasadena, California
- CRD number
- 40823
- Registered since
- August 14, 1996
Firm profile
FINTRXOverview
Capital Research Brokerage Services, LLC is organized as a limited liability company that operates as a fund distributor under individual ownership. The firm appears to focus on distribution-related activities rather than serving as an allocator of client capital or running discretionary investment programs. Reported firm attributes indicate it does not act as a capital allocator, does not position itself as an active ESG investor, and is not set up as a multi-state advisory platform, pension consultant, or related adviser. Public-facing details about its client base, fee schedules, and specific advisory activities are limited in the source material, so the firm should be viewed primarily through the lens of fund distribution and intermediary services rather than as a portfolio manager.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 8
John Odell
Co-Founder and PrincipalCRD 1908737

Richard Dinger
PresidentCRD 2326630

Julie Goldstone
AdministrationCRD 4157944
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pasadena, CA
Los Angeles
Location
Pasadena, CA
Headquartered in Pasadena, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 15 S Raymond Ave
- Time zone
- PT (UTC-8)
- Office locations
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